Contact Center Account Consultant I
Core
Answer telephone inquiries regarding deposit and loan accounts while promoting credit union products and services.
Role type
entry-level account consultant (contact center)
Builds
member service interactions and cross-sold financial products
Domain
financial services (credit union)
Deliverable
client delivery
Required skills
telephone communication, transaction processing, cross-selling, problem solving, regulatory compliance
Responsibilities
Answer member inquiries about deposits and loans, process transfers and loan payments, promote credit union products, handle check orders and credit card payments, solve member problems, comply with risk management policies
Seniority
Entry-level, individual contributor
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